Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,028 | $110,083-47.3% | $151,645-61.7% | $68,490-15.3% |
| Participation rate | 54.5% | 84.0%-29.4pp | 87.5%-32.9pp | 67.9%-13.4pp |
| Annual return | -15.26% | -10.12%-5.1pp | 3.34%-18.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,735 | $6,526-12.1% | $8,363-31.4% | $4,028+42.4% |
| Admin fee / account holder | $2,570 | $7,718-66.7% | $11,614-77.9% | $5,403-52.4% |